+1,031.9%
NBIS vs AS
+56.5%
+975.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.6% | +3.9% | +5.6% |
| 7D | +8.2% | -4.9% | +13.1% | +11.1% |
| 30D | +3.4% | -19.6% | +23.0% | +15.1% |
| 3M | -12.8% | -14.4% | +1.6% | -7.7% |
| 6M | +131.5% | -20.1% | +151.7% | +152.8% |
| YTD | +170.5% | -20.9% | +191.4% | +196.6% |
| 1Y | +248.8% | -21.9% | +270.6% | +280.2% |
| All | +1,031.9% | +56.5% | +975.5% | +554.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling